Using the Server-side Synchronization

User Authenticating Access to CRM and Outlook

To configure the end user's email inbox, select 'Activities' > 'My Sync Settings' in CRM which will bring up the login screen where the credentials need to be entered to sign in to CRM. After a successful sign-in, the IMC connection status should be Green.

To connect to the user's email account: 

1. Click on the Gear Icon in the "MAIL SERVER CONNECTION STATUS"
2. Select the Office 365 option.
3. Sign in using your email credentials.

In this section, the user can change Email credentials as well as troubleshoot failed synchronization jobs. 

Note: as soon as the end-user is successfully signed into both, CRM and the email inbox, the integration will perform the following steps:

• Add-in will be installed (refer to 'Add-In Installation' for additional information). 
• Email inbox will be prepared for synchronization (refer to the next section below). 
• Synchronization will be enabled (refer to the next section below).

Administration Via 'Groupware Administration' Tab in CRM

An admin user can perform several actions on a user level as outlined in the following figure and table:

The user(s) may also manually perform the following steps for the respective actions:

Similarly - not all - options are available for mass user maintenance:

Syncing Contacts, Emails, Meeting and Task

Prerequisites

After the server-side integration is set up and the user's inbox is initialized, the integration engine will create the following inside the respective groupware system:

• In Mind Cloud Folders under Contacts, Emails, Meeting, Task

Contacts	Emails

Meeting	Task

• Categories for Flagging Emails, Meetings, and Tasks

Syncing Contacts

All CRM contacts will be synced to the user's address book inside the respective folder under' Contacts'. Changes will be replicated bi-directionally, meaning if contact is changed locally in an address book, the updates will be replicated to CRM and vice-versa. 

Syncing Emails

Emails can be synced using the following options:

1. By flagging the email using the CRM category. Select 'Tags' > 'Categorize' > 'CRM'

2. Drag and drop emails into the respective folder 'In Mind Cloud Emails'.

3. If the auto-track email is ON (i.e. ServiceAutoTrackEmails = 1 ), then all emails will be synced to Outlook provided they have a matching contact email as a sender or recipient.

4. Manually, via the add-in. (For more information, please refer to  'Using the Outlook Add-In'.

Emails Cropping Enablement

User(s) have the option to save an entire email thread or crop only the desired content from emails in Outlook to the Digital Sales Platform. 

Set up the parameters and default settings for the whole account and individual users though the Digital Sales Platform. Go to 'Activities' > 'Groupware Administration' > 'Global Settings' > 'Settings' > search for 'crop' 

Cropping Default Value	Cropping Enabled	Descriptions	Outlook Illustration
1	1	Option to crop threaded emails is automatically enabled, and may be disabled.
1	0	Option to crop threaded emails is automatically enabled, and may NOT be disabled.
0	1	Option to crop threaded emails is automatically disabled, and may be enabled.
0	0	Option to crop threaded emails is automatically disabled, and may NOT be enabled.

To view the saved email on the Digital Sales Platform, go to ‘Activities’ > ‘All Emails’ > click on the latest saved email > click on the icon to expand the view:

For additional information, please refer to 'Using the Outlook Add-In'.

Syncing Meeting

A meeting can be synced using the following options:

1. By flagging the Meeting using the CRM category.

2. By dropping the Meeting into the respective folder (In Mind Cloud Events)

Syncing Task

1. By creating or updating tasks in the "In Mind Cloud Task" Folder

Note: The sync cycle is set to 30 minutes. 

Decommission Users

To completely remove end-users and revoke the functionality, the following steps need to be carried out: